Analyst Says You Should Take ‘Big Positions’ in Netflix (NFLX) – Here’s Why

We recently published 10 Stocks to Watch as Investors Scramble to Pour Money into AI Trade. Netflix Inc (NASDAQ:NFLX) is one of the stocks that caught analysts’ attention.

Mark Mahaney, Evercore ISI head of internet research, said in a recent program on CNBC that he’s bullish on Netflix Inc (NASDAQ:NFLX) for the long term because of the company’s expanding content slate and its ads business. The analyst said investors should take “big positions” in the stock on pullbacks.

“I think the next move in the stock is going to be based on them ramping up advertising revenue. I think they’re going to do it, but this is going to be a long slog. And then also getting more and more into live events, including sports. And I think we’re going to see that. I think Netflix Inc (NASDAQ:NFLX) has just become more crucial, more essential to households around the world over the next two to three years. It’s a really good asset. You want to be long it. This is not an aggressive entry point, but if you don’t own any, you should buy some and look for those big pullbacks to step in and take big positions. I like Netflix Inc (NASDAQ:NFLX) as a core franchise.”

Macquarie Core Equity Fund stated the following regarding Netflix, Inc. (NASDAQ:NFLX) in its second quarter 2025 investor letter:

“Netflix, Inc. (NASDAQ:NFLX) offers a subscription-based streaming service. We expect the company’s growth momentum will continue while investments in content and licensing grow at a slower rate, allowing for higher margins over the coming two to three years.”

While we acknowledge the risk and potential of NFLX as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than NFLX and that has 10,000% upside potential, check out our report about this cheapest AI stock.

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Disclosure: None. This article is originally published at Insider Monkey.